+245.2%
KOD vs VOO
+197.2%
+48.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | 0.0% |
| 7D | -5.4% | +0.5% | -5.9% | -6.2% |
| 30D | -22.7% | -0.9% | -21.8% | -21.7% |
| 3M | +18.4% | +3.9% | +14.5% | +11.6% |
| 6M | +41.1% | +14.5% | +26.5% | +15.0% |
| YTD | +25.4% | +13.0% | +12.5% | +4.8% |
| 1Y | +258.2% | +19.4% | +238.8% | +178.2% |
| 3Y | +1,562.1% | +78.9% | +1,483.2% | +677.5% |
| 5Y | -63.4% | +82.3% | -145.7% | -81.3% |
| All | +245.2% | +197.2% | +48.0% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling